Edgewood Management

Edgewood Management Portfolio holdings

AUM $21B
1-Year Est. Return 18.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.3B
AUM Growth
-$5.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$516M
2
+$414M
3
+$289M
4
EQIX icon
Equinix
EQIX
+$254M
5
ADBE icon
Adobe
ADBE
+$240M

Top Sells

1
+$1.16B
2
+$727M
3
+$272M
4
V icon
Visa
V
+$172M
5
ILMN icon
Illumina
ILMN
+$95.6M

Sector Composition

1 Financials 27.61%
2 Communication Services 14.87%
3 Technology 13.35%
4 Healthcare 13.32%
5 Consumer Discretionary 13.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,500
77
– –
-2,700
78
– –
-12,476
79
– –
-2,300
80
– –
-22,000
1 2 3
4